2019-11-15T15:36:57-07:00 2018-12-31 990 2018-01-01 940359340 California Medical Association CALI 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Lance R Lewis Chief Operating Officer 9164445532 2019-11-14 12.183.184.250 2018 2020-03-31 21:24:44Z X Lance R Lewis 1201 K Street Suite 800 Sacramento CA 95814 18396509 0 X www.cmadocs.org X 1856 CA The mission of the California Medical Association is to promote the science and art of medicine, the protection of public health, and the betterment of the medical profession. 42 34 123 1600 175869 103355 4610605 3979535 13316906 13629316 -35880 -8741 404574 754610 18296205 18354720 0 0 0 0 9909090 11155662 0 0 0 7503592 6306222 17412682 17461884 883523 892836 31567785 29511241 16779548 17037498 14788237 12473743 X The California Medical Association (CMA) is a non-profit corporation formed to promote the science and art of medicine, the protection of public health, and the betterment of the medical profession. 1 0 0 0 0 The association achieved a record-setting 6.3% increase in membership with a 92.2% retention rate, due in part to member-driven programs like the California Physician Career Center on the organization's updated website; a new monthly membership program; and a new student loan refinancing member benefit. 0 0 0 In 2017, CMA protected the self-governance rights of hospital medical staffs-the physicians-led entities responsible for the quality of patient care in hospitals. CMA has been assisting the physicians of Tulare Regional Medical Center (TRMC), where medical staff is engaged in an unprecedented legal battle with hospital administrators. This lawsuit poses an "existential threat" to medical staff and physician indepdence, and is critically important to protect medical staff self-governance rights and the physician-patient relationship. The case stemmed from actions taken in 2016, when the TRMC board of directors voted to terminate its medical staff and create a new medical staff bylaws in secret without input from physicians at the hospital. TRMC dictated leadership and standards of medical care, seized control of the disciplinary process without legal or factual justifications, and prohibited the terminated medical staff from voting on medical staff matters or holding leadership positions. CMA strongly believes medical decision-makers should be insulated from influence by hospital administrative staff, whose primary concern is the administrative needs of the hospital and its profitability. CMA filed a pre & post trial amicus briefs in this case, provided financial support, and organized fundraising from medical staffs and the American Medical Association to the CMA Legal Defense Fund for the case. Because of this case, CMA has increased the capacity of the legal defense fund to protect or establish important legal rights of physicians to practice their profession and assure high-quality medical care. In 2018, helped TRMC restore independence and self-governance against the hospital. This victory and the publicity surrounding the hospital re-opening led to an increased on Organized Medical Staff Section membership to over 90 hospitals. 0 0 0 In 2018, California Medical association recouped nearly $11 million from payors on behalf of the organization's physician members, in addition to fighting health plan and insurer policies that that delay, limit and prevent access to care, including contracting with fewer physicians, limiting choice for patients and increasing wait times for referrals. 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 68 0 1 123 1 1 1 0 0 0 1 1 0 0 0 X 42 34 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X Stephanie Valencia 9164445532 1201 K Street Suite 800 Sacramento CA 95814 Ruth E Haskins MD Immediate Past President through Oct 2018 1 1 X X 49783 0 0 Theodore M Mazer MD Past President through Oct 2018 1 1 X X 112578 0 0 David H Aizuss MD President beginning Oct 2018 1 1 X X 102503 0 0 Peter N Bretan MD President Elect 1 1 X X 18142 0 0 Lee T Snook MD Speaker House of Delegates 1 1 X X 49700 0 0 Tatiana W Spirtos MD Vice Speaker House of Delegates 1 1 X X 43600 0 0 Robert E Wailes MD Chair Board of Trustees 1 1 X X 57900 0 0 Shannon Udovic-Constant MD Vice Chair Board of Trustees 1 1 X X 36604 0 0 William Tseng MD Trustee 1 0 X 0 0 0 Marti F Baum MD Trustee 1 0 X 0 0 0 David Friscia MD Trustee 1 1.0 X 0 0 0 Nikan H Khatibi MD Trustee 1 1 X 0 0 0 Jack Chou MD Trustee 1 0 X 0 0 0 Peter S Richman MD Trustee 1 1 X 0 0 0 Rene H Bravo MD Trustee 1 0 X 0 0 0 Ranjit S Rajpal MD Trustee 1 0 X 0 0 0 Ralph Kingsford MD Trustee 1 0 X 0 0 0 Donaldo Hernandez MD Trustee 1 0 X 0 0 0 Kenneth Blumenfeld MD Trustee 1 0 X 0 0 0 Thomas M Dailey MD Trustee 1 0 X 0 0 0 Mark H Kogan MD Trustee 1 0 X 0 0 0 Ronald Wyatt MD Trustee 1 0 X 0 0 0 James Cotter MD Trustee 1 0 X 0 0 0 Douglas P Brosnan MD Trustee 1 0 X 0 0 0 Margaret Parsons MD Trustee 1 0 X 0 0 0 Barbara Weissman MD Trustee 1 0 X 0 0 0 C Freeman MD Trustee 1 1 X 0 0 0 Damodara Rajasekhar MD Trustee 1 1 X 0 0 0 Sion Roy MD Trustee 1 1 X 0 0 0 Zarah Iqbal MD Trustee 1 0 X 0 0 0 Rachel Ekraireb MD Trustee 1 0 X 0 0 0 Diana R Shiba MD Trustee 1 0 X 0 0 0 Catherine A Gutfreund MD Trustee 1 0 X 0 0 0 Jeffrey Klingman MD Trustee 1 0 X 0 0 0 Michael Luszczak MD Trustee 1 0 X 0 0 0 Sergio R Flores MD Trustee 1 0 X 0 0 0 Joanna Tan MD Trustee 1 0 X 0 0 0 Robert Bitonte MD Trustee 1 0 X 0 0 0 James J Strebig MD Trustee 1 1 X 0 0 0 Ronald C Thurston MD Trustee 1 0 X 0 0 0 Simpson K So MD Trustee 1 0 X 0 0 0 Adam Dougherty MD Trustee 1 0 X 0 0 0 Dustin E Corcoran Chief Executive Officer 35 2 X 919472 0 71449 Lance R Lewis Chief Operating Officer 35 2 X 344464 0 54417 Francisco J Silva Senior VP and General Counsel 35 1 X 342120 0 42029 Janus Norman Senior VP of Government Relations 35 0 X 245456 0 32227 Mike Steenburgh VP of Membership and Component Relations 35 0 X 196667 0 40113 Sierra Alecia Sanchez Senior VP of Executive Management 35 5 X 205254 0 42918 Laura Braden Quigley Vice President of Strategic Communications 35 0 X 200344 0 0 2924587 0 283153 19 0 1 0 California Majority Group 980 Ninth Street Suite 2000 Sacramento CA 95814 Consulting Services 147000 Deboo Communications Inc 1211 40th Street Sacramento CA 95819 Consulting Services 120000 Shaw Yoder Antwih Inc 1415 L Street Suite 1000 Sacramento CA 95814 Consulting Services 121345 3 0 0 0 2731210 0 1248325 0 3979535 Membership Dues 900099 13378569 13378569 0 0 Insurance and Other Member Programs 900099 170580 170580 0 0 Conference, Seminars, Workshops 900099 80167 80167 0 0 0 0 0 0 13629316 -8741 0 0 -8741 0 0 0 0 57275 0 0 57275 0 0 0 0 0 0 0 0 0 0 0 0 0 535110 41789 493321 493321 0 0 Advertising Income 541800 98216 0 98216 0 Administrative Fee - MSS 900099 77653 0 77653 0 28145 28145 0 0 204014 18354720 14150782 175869 48534 1860612 6909619 511389 1219052 654990 139077 225607 57912 591874 5856 363051 212149 389609 149578 437488 375378 0 1602463 269221 0 442264 137572 Collection Fees 421207 Political Education Fund 20000 465916 17461884 0 0 0 3182972 998199 0 659 0 0 144866 421818 25045 19937 221097 253370 14469165 6542158 6674327 7927007 1004029 162422 140845 0 805454 312969 20351602 18432408 31567785 29511241 1596175 1701838 0 8749569 10296666 0 0 0 0 0 0 4305416 3749634 0 0 2128388 1289360 16779548 17037498 X 14754719 12308213 33518 165530 0 0 14788237 12473743 31567785 29511241 892836 -3207330 0 0 0 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 13378568 1973151 0 1973151 4548713 0 -2575562 0 1600000 1600000 0 7374106 3138555 4235551 0 364822 49399 315423 0 797992 458643 339349 0 4332245 2895561 1436684 7927007 Deferred Compensation Plan Asset 804041 Affiliate Receivables 17628367 18432408 Affiliate Payable 257047 Deferred Compensation Plan Liabilities 1032313 1289360 X Schedule D, Part X, Line 2 The association has applied the accounting principles related to accounting for uncertainty in income taxes and has determined that there is no material impact on the consolidated financial statements. X X X 1 1 X X X 0 1 0 Dustin E Corcoran Chief Executive Officer 500000 0 400000 0 19472 0 24750 0 46699 0 990921 0 0 0 Lance R Lewis Chief Operating Officer 273800 0 60000 0 10664 0 24750 0 29667 0 398881 0 0 0 Francisco J Silva Senior VP and General Counsel 274000 0 65000 0 3120 0 24750 0 17279 0 384149 0 0 0 Janus Norman Senior VP of Government Relations 225000 0 20000 0 456 0 7350 0 24877 0 277683 0 0 0 Mike Steenburgh VP of Membership and Component Relations 175000 0 20000 0 1667 0 17550 0 22563 0 236780 0 0 0 Sierra Alecia Sanchez Senior VP of Executive Management 185000 0 20000 0 254 0 18450 0 24468 0 248172 0 0 0 Laura Braden Quigley Vice President of Strategic Communications 185000 0 15000 0 344 0 18000 0 713 0 219057 0 0 0 Schedule J, Part I, Line 1a California Medical Association covers the cost of health club fees for a limited number of association executives. These expenses are included in the W-2 income for the Chief Executive Officer and other executives who receive this benefit. The CEO is reimbursed for first class airfare as part of his contract that is approved by the Board. The organization also pays for travel costs associated with officers' spouses attending the annual executive committee strategic planning retreat. Schedule J, Part I, Line 4 CMA has a 457b plan that executive staff are eligible to participate in. Form 990, Part III, Line 2 California Medical Association accomplished two additional program services in 2018, which are prominent to the organization's mission and largely affect its financial statements. Form 990, Part V, Line 2a California Medical Association uses a Professional Employer Organization (PEO), TriNet (48-1304650) to administer its payroll, health benefits, and human resources. As such, the organization does not file form W-3 as this is handled by the PEO. The number provided on this line is the total number of employees that were included at any point during 2018 in this PEO agreement Form 990, Part VI, Section A, Line 2 Dustin E Corcoran, Chief Executive Officer, and Lance R Lewis, Chief Operating Officer, have a family relationship. Form 990, Part VI, Section A, Line 6 The bylaws specify that there is one class of members who shall be the members comprising the Board of Trustees of the California Medical Association. Form 990, Part VI, Section A, Line 7a The members of the governing body, Board of Trustees, are elected by the House of Delegates pursuant to the procedures delineated in the bylaws of the corporation. Form 990, Part VI, Section B, Line 11b The IRS Form 990 and required schedules are prepared from the audited financial statements and was reviewed by management before being electronically transmitted to the Board of Trustees prior to filing with the IRS. Form 990, Part VI, Section B, Line 12c The members of the governing body, Board of Trustees, and the Chief Executive Officers are required to file an annual conflict of interest disclosure statements with the corporation. Complete copies of the disclosure statements are provided to the Board of Trustees at each meeting as part of the agenda materials. All members are required to publicly disclose any potential conflict of interest during consideration of any item of business to come before the Board of Trustees. The organizational meeting of the Board newly elected trustees are provided additional instructions on conflict of interest at the new trustees orientation meeting held on an annual basis. Additionally, employees are required to disclose potential conflicts of interest in accordance with the personnel policies as stated in the employee handbook. Form 990, Part VI, Section B, Line 15 The Chief Executive Officer's compensation was determined using a salary data for similarly qualified persons in functionally comparable positions at other non-profit associations. The compensation data was obtained from surveys conducted by independent third parties. The CEO's compensation package was negotiated and approved by the Executive Committee of the Board of Trustees. The actions to approve the compensation for the CEO are recorded in the official meeting minutes of the organization. Copies of the compensation studies are maintained by the organization's Finance and Personnel departments. The CEO's compensation is reviewed every three years. Compensation for key employees are also determined using the same salary data for similarly qualified persons in functionally comparable positions at other non-profit associations. The compensation data was obtained from surveys conducted by independent third parties. Form 990, Part VI, Section C, Line 19 Copies of the governing documents, conflice of interest policy and audited financial statements are made available to the public upon written request. Form 990, Part XII, Line 2c The organization has an Audit Committee that assumes responsibility to oversee the Financial Statements audit process in which has not changed from year to year. CMA Holdings LLC 1201 K Street Suite 800 Sacramento CA 95814 384002579 Holding Company CA -21578 140844 CMA Medical Society Services LLC 1201 K Street Suite 800 Sacramento CA 95814 422262312 Consulting Services CA -15699 -15699 CMA California Medical Association Properties 1201 K Street Ste 800 Sacramento CA 95814 946062821 Title Holding Company CA 501(c) 2 CMA 1 Physicians for a Healthy California 1201 K Street Suite 800 Sacramento CA 95814 946062822 Charitable Foundation CA 501(c)3 Line 10 CMA 1 Institute for Medical Quality 180 Howard Street San Francisco CA 94105 943240330 Improving Medical Quality CA 501(c)3 Line 10 CMA 1 CALPAC - California Medical Association PAC 1201 K Street Suite 800 Sacramento CA 95814 946353926 Political Activities CA 527 CMA 1 CALPAC - California Medical Association IEC 1201 K Street Suite 800 Sacramento CA 95814 680464807 Political Activities CA 527 CMA 1 PSO Services LLC 1201 K Street Suite 800 Sacramento CA 94814 812437069 Practice Management and Consulting Services DE N/A Related 33 33 0 1 0.33 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 Physicians for a Healthy California p 53807 Actual amount of reimbursement paid to related organization. Physicians for a Healthy California q 796671 Actual amount of reimbursement paid by California Medical Association. California Medical Association Properties s 656608 Actual amount of cash transferred from CMA Properties. Institute for Medical Quality p 14839 Actual amount of reimbursement paid to related organization. Institute for Medical Quality q 1365699 Actual amount of reimbursement paid by California Medical Association. Institute for Medical Quality o 105525 Sharing of paid employees Institute for Medical Quality o 248172 CMA executive staff time allocated to IMQ Institute for Medical Quality o 33075 Estimated IMQ CME staff time allocated to CMA Physicians for a Healthy California c 168903 Actual amount of capital contributions received from related organization. CALPAC - California Medical Association IEC c 339000 Actual amount of capital contribution received from related organization. California Medical Association Properties c 2226305 Actual amount of capital contribution received from related organization. Additional time was necessary in order to complete an accurate filing.